At a Glance
- Tasks: Write detailed reports, manage client files, and support Wealth Managers in meetings.
- Company: Established wealth management practice in Manchester with a collaborative culture.
- Benefits: Up to £40,000 salary, 25 days holiday, hybrid working, and professional development support.
- Other info: Flexible hours and support for Level 4 Diploma in Regulated Financial Planning.
- Why this job: Join a growing team and make a real impact in wealth management.
- Qualifications: Previous paraplanning experience and strong attention to detail required.
The predicted salary is between 40000 - 40000 € per year.
We're recruiting an experienced Paraplanner for a well-established wealth management practice in Manchester City Centre. This partner practice is part of one of the UK's largest national wealth management networks, specialising in pensions transfer work, investments, tax and estate planning, and genuinely investing in its people. Led by a team of experienced Wealth Managers, the practice has built a strong, loyal client base and has grown steadily. This Paraplanner hire is part of that growth. The culture is collaborative and supportive, with a well-resourced technical team already in place. If you have worked within a national wealth management network and seek a role with variety, responsibility and genuine development support, this is worth a conversation.
Hybrid working is standard, with flexible hours on office days. The firm supports candidates working towards a Level 4 Diploma in Regulated Financial Planning, with exam support built into the package.
Paraplanner responsibilities:- Writing detailed suitability reports and advice letters across pensions, investments, tax and IHT
- Building and updating cash‑flow models for client reviews and new business recommendations
- Researching and analysing financial products, platforms and provider solutions
- Attending client meetings alongside Wealth Managers as required
- Managing client files end‑to‑end, from application through to completion
- Liaising with administrators and providers to keep cases progressing
- Maintaining templates, advice notes and compliance processes
- Previous paraplanning experience within a national wealth management network
- Sound technical knowledge across pensions transfers, investments and estate planning
- Confident writing of suitability reports and advice letters to a high standard
- Strong attention to detail and the ability to manage multiple client files simultaneously
- Comfortable dealing directly with clients, providers and third parties
- Level 4 Diploma in Regulated Financial Planning is desirable but not essential. The firm will support candidates who are working towards it.
- Salary up to £40,000
- 25 days’ holiday plus bank holidays
- Hybrid working with flexible hours on office days
- Discretionary bonus
- Contributory pension scheme
- Support with professional development and Level 4 Diploma
We welcome applications from candidates of all backgrounds and circumstances.
Paraplanner in Manchester employer: Eventus Recruitment Group
Join a well-established wealth management practice in the heart of Manchester City Centre, where collaboration and support are at the forefront of our culture. With a commitment to employee development, we offer hybrid working, flexible hours, and comprehensive support for professional qualifications, making this an excellent opportunity for Paraplanners seeking meaningful growth in their careers.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Manchester
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector, especially those who might know about opportunities at firms like the one you're eyeing. A friendly chat can sometimes lead to a referral, which is golden!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Since this role involves pensions, investments, and estate planning, make sure you can discuss these topics confidently. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Paraplanner in Manchester
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience in paraplanning, especially within a national wealth management network. We want to see how your skills align with the role, so don’t hold back on showcasing your relevant achievements!
Show Off Your Writing Skills:Since you'll be writing detailed suitability reports and advice letters, it’s crucial to demonstrate your writing prowess. Use clear, concise language in your application to reflect your ability to communicate complex financial concepts effectively.
Highlight Your Technical Knowledge:We’re looking for someone with sound technical knowledge across pensions transfers, investments, and estate planning. Make sure to mention any specific experiences or qualifications that showcase your expertise in these areas.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Eventus Recruitment Group
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions transfers, investments, and estate planning. Being able to discuss these topics confidently will show that you're not just familiar with the role but also passionate about it.
✨Showcase Your Writing Skills
Since writing detailed suitability reports and advice letters is a key part of the job, prepare examples of your previous work. Bring along samples that highlight your attention to detail and ability to communicate complex information clearly.
✨Be Ready for Client Scenarios
Think about potential client scenarios you might face in the role. Prepare to discuss how you would handle these situations, demonstrating your problem-solving skills and your ability to manage multiple client files effectively.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company culture, team dynamics, and professional development opportunities. This shows that you're genuinely interested in the role and eager to contribute to the team's success.
